B2C - B2C - Private Clients


B2C : Geschäft mit Privatkunden

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UCPB B2C Perspective RM

Relationship Manager Service Unit (RM Service)

Explore RM Service organizations.

Europe (good starting point, only a few clients), 

Page of Frank Frankfurter's Service Unit

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This use case concentrates to the region Switzerland.

Personal Profile Page, Urs Schweizer

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Page of Urs Schweizer's Service Unit 

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UCPB B2C Perspective Management

Region Head Organization

There are 5 world regions, subordinated to the Executive Board. Explore!

Europe (good starting point, only a few clients)

Region Head's organization unit, Region Europe 

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Region Head Gian Rapone's Page (Switzerland)

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Region Head's organization unit, Region Switzerland 

Visit organization profile page 

Management View

Segment Private Banking

All leads/prospects/clients.

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Particular category elements with its corresponding individuals

Size: Segment Ultra high net worth individual 

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Journey: Leads

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UCPB B2C Perspective L/P/C

Client profile page

Edi Buehler, Glarus 

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Lead profile page

Martha Herger, Altdorf 

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UCPB - B2C - Categories

  • Mandate
  • Journey
  • Region
  • Size
  • Segment
  • RM Service

Info Dimensions